- Legislator, District 10
- Senate
- February 2, 2015 View Original Form (PDF)
Summary
| 1. | Source of Income | Total Income: $200,000 - $350,000 |
| 2. | Ownership or beneficial interests in business | Total Value: $525,000 - $800,000 |
| 3. | Transfer of ownership or beneficial interest in business | Transfers: 3 |
| 4. | Creditors | Total Debts: $100,000 - $150,000 |
| 5. | Officerships, directorships, trusteeships | Businesses: 4 |
| 6. | Interests in real property held, excluding personal residence(s) | Total Value: N/A |
| 9. | Interests in Personal Residence (Maui County Only) | Amount Owed: N/A |
| 11. | Creditor interests in insolvent businesses | Total Value: N/A |
| 12. | Gifts | Total Value: N/A |
Disclosures
1. Source of Income
| Source | Services Rendered | Amount |
|---|---|---|
| State Senate | Legislative | $50,000 - $100,000 |
| Morgan Stanley | Financial Services | $150,000 - $250,000 |
| $200,000 - $350,000 | ||
2. Ownership or Beneficial Interests in Business
| Business Name | Nature of Business | Nature of Interest | Amount |
|---|---|---|---|
| Apple, Inc | Technology | Stock | $25,000 - $50,000 |
| Apple, Inc | Technology | Stock | $500,000 - $750,000 |
| $525,000 - $800,000 | |||
3. Transfer of Ownership or Beneficial Interest in Business
| Business Name | Nature of Business | Nature of Interest | Amount |
|---|---|---|---|
| Apple, Inc | Technology | N/A | |
| Apple, Inc | Technology | N/A | |
| Miller Howard Investments, Inc. | Infrastructure | MLP's | $150,000 - $250,000 |
| $150,000 - $250,000 | |||
4. Creditors
| Business Name | Original Amount Owed | Amount Outstanding |
|---|---|---|
| Bank of Hawaii - Residential Lending | $500,000 - $750,000 | $100,000 - $150,000 |
5. Officerships, Directorships, Trusteeships
| Business Name | Title Held | Term of Office | Annual Compensation |
|---|---|---|---|
| Charles F. Kettering Foundation | Trustee | 2013-2016 | $0 |
| Cooke Foundation, Ltd. | Trustee | 1992-present | $0 |
| Kualii Foundation | Trustee | 1996-present | $0 |
| Manoa Heritage Center | Trustee | 1996-present | $0 |
| $0 | |||
6. Interests in Real Property Held, Excluding Personal Residence(s)
| Street Address | Tax Map Key Number | Value |
|---|---|---|
| None | ||
7. Interests in Real Property Acquired, Excluding Personal Residence(s)
| Street Address | Tax Map Key Number | Value |
|---|---|---|
| None | ||
8. Interests in Real Property Transferred, Excluding Personal Residence(s)
| Street Address | Tax Map Key Number | Value |
|---|---|---|
| None | ||
9. Interests in Personal Residence (Maui County Only)
| Mortgage Holder | Address | Amount Owed |
|---|---|---|
| None | ||
10. Clients Personally Represented Before State Agencies
| Name of Client | Name of State Agency |
|---|---|
| None | |
11. Creditor Interests in Insolvent Businesses
| Name of Business | Nature of Business | Nature of Interest | Value |
|---|---|---|---|
| None | |||
12. Gifts
| Recipient | Nature of Source | Description | Date Received | Value |
|---|---|---|---|---|
| None | ||||